Primary Record
Indianapolis, US · Founded 2023 · Delaware corporation · 6 employees on LinkedIn · 3 known investors
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Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
Founders & leadership
Primary Record was founded in 2023 by Jean Ross and Jim McIntosh.
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Jean RossFounderJean Ross is a nurse and co-founder of Primary Record, a health information management platform that centralizes patient and family medical records from multiple sources. Her background includes work as a caregiver focused on health data interoperability and care coordination across healthcare settings.
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Chris RossNamed on SEC filing
Board
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Investors · 3
Reported raises · per SEC filings
Form D private placements$765K disclosed across 2 rounds · 2023–2026
▶$10KraisedJun 2026 · 1 investors · Other TechnologyRule 506(b)
▶$10KraisedJun 2026 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Eric BeierDirector
- James McIntoshExecutive Officer, Director
- Jean RossExecutive Officer, Director, Promoter
- Patrick HenshawDirector
- Offering amount
- $95K
- Amount sold
- $10K
- First sale
- May 2026
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
▶$755KraisedNov 2023 · 6 investors · Other TechnologyRule 506(b)
▶$755KraisedNov 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- James McIntoshExecutive Officer, Director
- Jean RossExecutive Officer, Director, Promoter
- Chris RossExecutive Officer
- Offering amount
- $1M
- Amount sold
- $755K
- First sale
- Nov 2023
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does Primary Record do?
- Primary Record is a health information management platform that aggregates patient data from multiple portals and sources into a centralized location for families to organize, share, and access medical records.
- Who founded Primary Record?
- Primary Record was founded by Jean Ross, Jim McIntosh in 2023.
- Who are Primary Record's investors?
- Primary Record's investors include Boomerang Ventures, IU Ventures, Render Capital.
- How much funding has Primary Record raised?
- Primary Record has disclosed $765K raised across 2 rounds.
- Where is Primary Record headquartered?
- Primary Record is headquartered in Indianapolis, US.






